Question

Can two funds be merged using the Acquisitions client?

Answer

Currently,there is no feature in Acquisitions which allows the combining or merging of funds.

If Fund A and Fund B exist, and the goal is to eliminate Fund A in order to use only Fund B instead, then all line items must be modified to point to Fund B before Fund A can be removed.

Additional Information

For additional information, please see Restructure Current Ledger and/or Fund Hierarchy

• Article last edited: 12-Feb-2014